How does the Send Later check box function work in the invoice section?

This functionality lets you send invoices by bulk and at a later time, Joemeilak.

Once you choose this option, here's how you can send them:

1. Click Sales.
2. Go to the Invoices tab.
3. Select the invoices.
4. Click Batch actions, then select Send invoices.

I've got a reference about emailing or printing an invoice. 

If there's anything else we can do for you, please don't hesitate to get back to this thread.

I am marking invoices to send later as not due until 1st September, but preparing now as have some 300 invoices to do. following your instructions, batch actions, but there is no option to bulk send invoices? what am I doing wrong?

Hello there, AlysonT.

I'm glad to share with you the steps on how to send bulk invoices in QuickBooks Online. Here's how:

1. Go to the Sales menu and select Invoices.
2. Mark the invoices you need to send.
3. Click the Batch actions button.
4. Choose Send invoices.

For more details, please refer to this article: Send an invoice. 

If you want to change the formats of your sales forms, you can use this article on how to customise forms in QuickBooks Online. This page also provides steps to create and design templates, personalise email messages, edit templates, etc. 

Please let us know if you have more questions related to your concern. We will get back to you soonest. Thanks.

Using Sales > Invoices as mentioned above will not work. Yes, you get all your invoices.

How do you filter all the invoices you have to just those you marked "send later"?

The correct way to do this is go to Sales > All Sales tab

Click Filter

Type: Invoices

Status: All Statuses

Delivery Method: Send Later

Apply

Then it only shows you the invoices you have not sent.

Click the top checkbox to select all, Batch Options > Send Transactions

After they are sent, the flag of "send later" is removed.

I've selected to send 12 invoices later to the same customer.

When I process all 12 invoices, in the All Sales List will the invoices be sent out individually or batched as one pdf?

We’re pleased to have you here in the QuickBooks Community, @Ifasciano. Allow me to share what I know about sending multiple invoices.

 You can save time and email multiple invoices as a batch instead of one at a time.

Follow these steps to proceed:

1. Select the Sales menu, then navigate to the All Sales tab.
2. Look for the checkboxes for the transactions you want to email. You can also select the Filter drop-down and filter by transaction type, status, date, or customer.
3. Click Batch actions and then Send Transactions.
   
   

You can refer to this article if you want to learn more about how to Email or Print multiple invoices and sales forms.

Feel free to comment below if you have any other questions. Enjoy the rest of your week!

it appears your response answers the question how to send invoices in Batch but not the original question "how does the SEND LATER check box function work in the invoice section?"  can you please help with the original question... my understanding is that when you enter an invoice date and check the "Send Later" box then the invoice SHOULD send the invoice AUTOMATICALLY on the invoice date but that's not what I'm experiencing.  I would appreciate if you can explain how to use the Send Later function when creating invoices correctly?

Thanks!!

Maybe I'm not understanding the "Send Later" function correctly... my expectation is, maybe too literal.... create an invoice, enter the invoice date and send later (on the invoice date automatically).  It appears that "Send Later" just puts the invoice in a new "folder" that you have to take action on later.

Thanks for joining this thread and sharing your perception with us, @soztalay. I'd be glad to discuss with you how the Send Later option on invoices works.

The Send Later option is used if you want to send your customer’s invoices all at once instead of emailing them individually. However, there’s no option to set a date to when you’d like to send the events. Once the box is selected, transactions will be forwarded to the send queue. Then, you can go to your Sales Transaction page to mail them together to each of your customers.

Regardless of the date setup on the form, the program won’t automatically take action unless you’ve processed them personally. See this guide to learn more: Email or print multiple sales forms in QuickBooks Online.

Moreover, here are some resources in case you’d like to add specific info to your sales forms and send them to multiple email addresses:

• Customise invoices, quotes, and sales receipts 
• Email a sales form or report to multiple email addresses

Don’t hold back to drop a comment below if you have any other questions or concerns about QuickBooks features. I’ll be more than happy to help. Keep safe always!

This is a very disappointing post, it implies that you can schedule invoices for later sending, but following the instructions sent all the invoices immediately. Not very impressive, Quickbooks.

Agreed, this function is terrible as does not do what it implies. "send Later" can only be interpreted as sending at a "later" date and time than the present. Please fix this functionality.

Agreed. Send Later is a phrase used in most email and DM services and it allows you to set a future date and time. 
This feature should either do the same or the wording should be change. 

I also thought the 'Send Later' checkbox allowed for a created invoice to not be sent or seen by the customer until I choose to actually send it myself later.  However, I just had our customer ask for another copy of an invoice that is marked as 'Send Later'. When I looked into the invoice, it shows they Viewed it.  How is that possible? How did they know the invoice existed if I never sent it?  The system shows it's never been sent, it's still check marked as 'Send Later', but it was "Viewed" by our customer.

Hello, @sal74. Thank you for reaching out to the Community. Let me share some information about managing invoices in QuickBooks. 

You can create a recurring invoice in QuickBooks Online. You can change the interval and start date to send on the precise month you want and check the box next to Automatically send emails to have the system execute the command after it's been written.

In QuickBooks Online, it is possible to set up a recurring invoice. This feature allows you to customize the frequency and start date for sending the invoice, ensuring it goes out in the specific month you desire. Additionally, you have the option to select Automatically Send Emails, which enables the system to send invoices automatically once it has been created. This can be a convenient way to streamline your invoicing process and ensure that invoices are sent out consistently and on time without manual intervention.

Here's how: 

1. Go to Settings and then Recurring Transactions.
2. From the Action column, select Edit for the transaction you want to modify.
3. Select the type of transaction to create, and then select OK.
4. Enter a Template name.
5. Select a Type: Scheduled, Unscheduled, or Reminder.
6. Under the option, mark checks the Automatically Send emails.
7. Input the Interval and the Start date.
8. Press Save template.

Moreover, here are some resources in case you’d like to add specific info to your sales forms and send them to multiple email addresses:

• Customise invoices, quotes, and sales receipts
• Email a sales form or report to multiple email addresses

Check out these resources to learn more about creating templates for recurring transactions:

• Make recurring transactions in QuickBooks Online
• How to schedule recurring invoices
• Schedule recurring transactions created with a template

I'm just a post away if you have any additional questions about using the payment terms and managing invoices. I'm more than willing to help. Have a great day!

My question was specifically about the Send Later checkbox within an invoice in QBO.  Not related to recurring invoices at all.

Hello there, @sal74.

I am here to provide insights into why your customer can view the invoice you haven't sent yet in QuickBooks Online (QBO).

Kindly check your records for any recurring invoice transactions that were automatically dispatched to your customer. The "Automatically Send Emails" option within the recurring invoice feature may have enabled them to access the specific invoice.

 If you do not have any recurring invoice set up, consider reviewing your audit log to verify that the invoice wasn't created.

Moreover, I'm adding this helpful article as your reference in recording your invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

Please don't hesitate to return to this post if you have other concerns regarding your invoice in QuickBooks Online.

you IDIOT its not a recurring invoice. It's 1 invoice that we have began to populate with information to be completed at a later time. "Send later" allows us to find this invoice at a later day or time to continue editing for us to send when we are ready. 

Hi outdatedsoftware,

Thanks for joining the thread. The send later option in the invoicing page allows you to send the customer invoice on a later date after you create the invoice. You can run a report to view to be sent invoices in QuickBooks Online. Here's how:

1. Click on the Reports tab menu.
2. In the search box type in Transaction List by Customer.
3. Click on Customise.
4. If prompted to modern view report, click on Switch to classic.
5. Set a Report period, under Filter locate Sent and tix the box and then choose To be sent.
6. Click on Run report.

On the report you'll see the invoice you need to send to your customers. You can also save the customised report for future reference.

You can also check this link to learn more about how to: Customise reports in QuickBooks Online.

Feel free to reply to this thread if you have further concerns. 

i think the questions is (and i am trying to figure out the same) is if i prepare an invoice on friday or saturday as an example but i want to send it to the customer monday morning. can i prepare the invoice and setup quickbooks to automatically send the invoice monday morning? right now from what i can figure out is monday morning i would have to login and manually send the invoice monday instead of the system just doing it. 

Yes, you can, @dk77. Let me explain how the Send Later feature works in QuickBooks Online (QBO) and assist you in sending your invoices on a specified date.

In QBO, the Send Later option allows you to batch-send invoices to your customers instead of sending them individually. When you select this box, transactions are queued so you can mail them together to each of your customers.

If you want the system to send it automatically on a specified date, you can set up a recurring invoice. Doing so allows you to schedule it for the desired date and select the option to automatically send emails, ensuring the system handles the task as scheduled. To do that:

1. Go to the Gear icon and click Recurring Transactions.
2. Select Invoice as the Transaction Type, then click OK.
3. Enter a Template Name and choose Scheduled as the Type. Then, enter the number of days in advance you want the system to create the invoice.
4. Select a Customer and click the Automatically send emails checkbox.
5. Enter the Interval condition as well as the Start date and End date.
6. Enter other necessary details, then click Save template.

You can learn more about recurring transactions by reading this article: Create recurring transactions in QuickBooks Online.

Moreover, customise your invoices and other sales forms to enhance business communications with your customers.

Feel free to reply to us whenever you need additional guidance about invoices. We'll be happy to help anytime. Take care and have a good one.

The answer to your question is, that you can not do this.

This is good if you prepare a number of invoices Friday, Sat, Sun but want them all to go out Monday.

However, you need to log in and actually send them manually.

A "send later" like in email would be especially handy, but there is no function for this as of yet.

my responses are being blocked

you obviously did not read, understand, or care to admit QB cannot do something. can007 below did. the answer is QB cannot do what i asked so just say it. you could have said QB cant do what i asked but an option would be ...followed by what you did say. 

no i see it, you answered. thx for doing so